Client Experience Specialist

This is a fully remote position, open to applicants in California, +7 more states.

📋 Description

• Directly interact with consumers by making a significant number of outbound phone calls, with an expectation of over 200 calls per day.

• Regularly achieve or surpass both individual and team performance metrics, encompassing both qualitative and quantitative objectives.

• Act as a reliable guide for users as they navigate the process of connecting with qualified financial advisors.

• Proactively reach out to users who have shown interest and arrange consultations with advisors, ensuring a smooth experience.

• Employ a blend of customer service best practices and scripted communication to provide a customized, high-quality experience.

• Precisely record all user interactions, challenges, and results in our internal CRM system.

• Recognize and elevate recurring user issues to enhance the overall experience.

• Participate in ongoing enhancements by providing insights and recommendations to team leaders and cross-functional collaborators.

• Assist with additional projects or initiatives as required in a dynamic, cooperative work environment.

⛳️ Requirements

• A minimum of 1 year of experience in a high-volume call center is required.

• Comfortable working in an environment where achieving quotas and conversion metrics is a primary focus.

• Capable of learning and swiftly adapting to user and business needs.

• Highly organized, detail-oriented, and possesses excellent time management skills.

• Availability to work some holidays or weekends during peak periods is necessary.

🏝️ Benefits

• Fully Remote Work: All positions are fully remote within the contiguous U.S., offering you the flexibility to perform your best work from your preferred location.

• Comprehensive Health Coverage: Choose from various Medical, Dental, and Vision plan options provided by reputable national carriers to suit your needs.

• Life & Disability Protection: Company-funded Life/AD&D insurance, with options to add supplemental life and disability coverage for additional peace of mind.

• Financial Wellness: 401(k) plan with employer matching, pre-tax savings through FSA and HSA options, and equity packages available for every position.

• Time Off That Works: Generous policies for vacation, sick leave, and parental leave—because achieving balance is important.

• Additional Perks: Includes pet insurance, a home office stipend, and an Employee Assistance Program (EAP).